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MidWestOne Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

MidWestOne Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.3M Sell
5,281
-473
-8% -$116K 0.14% 133
2025
Q3 		$1.39M Sell
5,754
-215
-4% -$49.3K 0.17% 125
2025
Q2 		$1.29M Sell
5,969
-48
-0.8% -$9.66K 0.17% 130
2025
Q1 		$1.2M Sell
6,017
-181
-3% -$39.3K 0.17% 130
2024
Q4 		$1.37M Sell
6,198
-69
-1% -$15.7K 0.19% 111
2024
Q3 		$1.38M Buy
6,267
+118
+2% +$25.3K 0.19% 117
2024
Q2 		$1.25M Sell
6,149
-150
-2% -$30.3K 0.23% 116
2024
Q1 		$1.32M Sell
6,299
-1
-0% -$199 0.24% 113
2023
Q4 		$1.26M Buy
6,300
+795
+14% +$142K 0.24% 102
2023
Q3 		$973K Sell
5,505
-2,521
-31% -$473K 0.22% 120
2023
Q2 		$1.5M Buy
8,026
+503
+7% +$89.7K 0.33% 78
2023
Q1 		$1.34M Buy
7,523
+305
+4% +$56.2K 0.3% 81
2022
Q4 		$1.26M Buy
7,218
+547
+8% +$97.3K 0.28% 79
2022
Q3 		$1.1M Buy
6,671
+112
+2% +$20.4K 0.28% 81
2022
Q2 		$1.11M Sell
6,559
-3,538
-35% -$652K 0.27% 89
2022
Q1 		$2.07M Sell
10,097
-124
-1% -$25.3K 0.45% 50
2021
Q4 		$2.27M Hold
10,221
– – 0.48% 41
2021
Q3 		$2.24M Sell
10,221
-70
-0.7% -$15.5K 0.52% 36
2021
Q2 		$2.36M Sell
10,291
-268
-3% -$60.3K 0.56% 36
2021
Q1 		$2.33M Hold
10,559
– – 0.56% 32
2020
Q4 		$2.07M Hold
10,559
– – 0.57% 34
2020
Q3 		$1.58M Sell
10,559
-553
-5% -$83.2K 0.52% 41
2020
Q2 		$1.59M Sell
11,112
-886
-7% -$116K 0.66% 19
2020
Q1 		$1.37M Sell
11,998
-310
-3% -$46.2K 0.5% 40
2019
Q4 		$2.04M Buy
12,308
+5,595
+83% +$884K 0.42% 26
2019
Q3 		$1.02M Sell
6,713
-2,458
-27% -$375K 0.31% 75
2019
Q2 		$1.43M Buy
+9,171
New +$1.41M 0.39% 56

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MidWestOne Financial Group's IWM Position: Q4 2025 in Review

MidWestOne Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 8.2% in Q4 2025, selling an estimated $116K and leaving 5,281 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #133.

MidWestOne Financial Group first reported a position in IWM in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q2 2021. 2,599 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • MidWestOne Financial Group held 5,281 shares of iShares Russell 2000 ETF worth $1.3M as of Q4 2025.
  • MidWestOne Financial Group sold 473 iShares Russell 2000 ETF shares in Q4 2025, an estimated $116K.
  • iShares Russell 2000 ETF made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #133 holding.
  • MidWestOne Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's iShares Russell 2000 ETF position peaked at $2.36M in Q2 2021.
  • 2,599 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.